That's a wrap on #ADISA2026!  Over the past three days, the ADISA community gathered in Las Vegas for education and networking.  To our attendees, speakers, moderators, exhibitors, sponsors, volunteers and everyone who helped make the 2026 Annual Conference & Trade Show possible, thank you.  We look forward to seeing you again soon!  #AlternativeInvestments #Education #Networking #ADISA2026

This year's #ADISA2026 keynote featured Apple co-founder Steve Wozniak.  In a wide-ranging discussion with Adin Lohry, Skyway Capital Markets, Wozniak shared his perspective on innovation, entrepreneurship and the technologies reshaping business and finance.  Thank you for a memorable session with the ADISA community in Las Vegas.  #Innovation #Technology #ADISA2026

The final morning of #ADISA2026 opened with four concurrent sessions spanning real estate, compliance, DST due diligence and liquidity: Real Estate Under Review: How Due Diligence Officers are Assessing Today’s Market Opportunities featured moderator Amy Arnold, Skyway Capital Markets, with Amy Kelly, Alexander Capital; Justin Martin, Altrua Private Wealth; and Rosemarie Leong, Intuition Due Diligence. A Compliance Blueprint for Integrating and Scaling Alternatives featured Rajeev Kotyan, Innovative Advisory Group; Dennis Allen, Urban One; and Sylvia Kwan, Ellevest. Anatomy of a DST Review brought together moderator Brian Sanborn, NexPoint, with Lance Stafford, Arkadios Capital; Houston Hyde, FactRight; and Madison Hayes, Independent Financial Group. Function or Feature: Product Formation and the Varying Paths of Liquidity was moderated by Taze Mueller, The Strategic Financial Alliance, with Randy Anderson, IIM Capital; Collin King, Noble Royalties; and Matt Fries, Inland Real Estate Investment Corporation. #AlternativeInvestments #Education #ADISA2026

The final breakout sessions of Day 2 took on AI, tax-advantaged strategies, opportunity zones and oil and gas due diligence:  The AI-Enabled Advisor: Automation, Governance and Accountability was hosted by Trevor Nesbit, finseeka, with Tom Van Horn, TIFIN.AI; and David Slovick, KSR Law.  Tax-Advantaged Alternatives: Identifying Opportunities and Executing with Confidence featured moderator Alex Samoylovich, CEDARst Companies, with Matt Chancey, Realta Equities; Brian Raleigh, Raleigh Wealth Solutions; and Robert Omohundro, Alexander Capital.  QOZ 2.0: Overrated or Underrated? brought together moderator Russ Putnam, FactRight, with Andy Lee, Money Concepts Capital Corp.; Brent Parker, Novogradac; and Nick Rosenthal, Griffin Capital Company.  Oil & Gas 201: Evaluating Risk and Return in Non-Traded Programs was moderated by Brad Updike, Mick Law, with Mark Atchity, Cabin Securities; Sam Irvani, Waveland Energy; and Chris Spence, Mewbourne Oil Co.  Thank you to everyone who contributed to a full day of education at #ADISA2026.  #AlternativeInvestments #Education #ADISA2026

This afternoon's #ADISA2026 sessions turned to risk management, practice growth, custody and AI: Stacking the Deck: Building the Right Insurance Program for Your Firm featured moderator Lilian Morvay, Independent Broker Dealer Consortium, with Dan Hetzel, Ausdal Financial Partners; Brett Evans, Evans Law; John McKenna, ARC Excess & Surplus; and Kevin Lawrence, QBE. An Unfiltered Top Producer Playbook brought together moderator Jessica Correnti, Capital Square, with Jamie Furlong, Legacy Investments & Real Estate; Colin Mansfield, Global Wealth Partners; Jennifer Taylor, Madison Avenue Securities; and John Harvey, WealthForge. Both Sides of the Custody Rule: What RIAs Owe and What Custodians Should Expect featured moderator Rajeev Kotyan, Innovative Advisory Group, with Michelle Thomas, CNB Custody, and Jason DeBono, Inspira Financial. From Pilot to Production: Putting AI to Work Inside Your Firm featured Zach Adams, The Gladstone Companies; Sara Judd, North Capital Private Securities; and Steve Ogrin, ALTSeek | Buttonwood Due Diligence. #AlternativeInvestments #Education #ADISA2026

This afternoon’s first round of breakout sessions explored 1031 exchanges, due diligence, alternative portfolio models and the evolving media landscape:  DST 101: The Building Blocks of a 1031 Exchange Practice was moderated by Andy Wang, Passco Companies, with Ashley Romiti, GCA 1031; Brandon Bruckman, Insight Investment Advisers; and Zach Hoffman, DFPG Investments.  Red Flags & Green Lights: Inside Due Diligence was moderated by David Sengstock, Mick Law, with Bart Malcom, Cetera Financial Group; James Boswell, Ferguson Shapiro; and Jake Tyndall, CreativeOne Securities.  Model Behavior: Interval Funds, Liquidity Design, and the New Wave of Alternative Portfolio Models featured moderator Peter Magnuson, Osaic, with Todd Rais, Envestnet, and Stacey Snyder, Franklin Templeton.  Shaping the Narrative: Media Trends and Opportunities in Alternatives was moderated by Jennifer Fitzgerald, ADISA, with Damon Elder, AltsWire; Mike Consol, Real Assets Adviser; and Joe Palmisano, Connect Money.  #AlternativeInvestments #Education #ADISA2026

Four concurrent sessions rounded out the morning at #ADISA2026, offering attendees a range of perspectives:  Ask the Attorneys: Attorney Jeopardy! featured Tom Voekler, Passco Companies; Darryl Steinhause, DLA Piper; Peter Matejcak, Baker McKenzie; Chip Cunningham, Williams Mullen; and Bryan Mick, @ Mick Law.  Oil & Gas 101: Assets, Program Strategies and Tax Features was moderated by Arthur Loyd, Citizen Energy Ventures, with Jim Nagle, Arete Wealth Management; Larry Steinberg, Cabin Advisors; and Griffen Davis, Cetera Financial Group.  Mentorship Runs Both Ways: Building Relationships that Compound brought together moderator Katie Peterson, Sightbridge Capital Partners, with Jeff Bangerter, Bangerter Financial Strategies; Christy Hutchison, Trusted Edge Advisory; and Hunter Lee, Capital Square.  The Wrapper Revolution: How PPLIs and PPVAs are Reshaping the Alternatives Distribution Stack featured moderator Peter Magnuson, Osaic; with Natalie Ross, Prudential Financial; and Melissa Haag, Zurich.  Thank you to all of our speakers for sharing their perspectives with the ADISA community.  #AlternativeInvestments #Education #ADISA202

The ADISA Tech Fair returned with interactive demonstrations of technology supporting compliance, due diligence, client onboarding and processing across the alternatives industry. ALTSeek, AdvizorPro, 1776ing, VistraFundSolutions, FactRight, and Great Lakes Fund Solutions presented. Thank you to VENTURE.co for sponsoring.  At the same time, “Alts 101: Battle of the Experts” put industry veterans to the test in a fast-paced competition covering offering structures, due diligence, suitability, disclosure, tax and regulatory issues. Host Greg Mausz, Skyway Capital Markets, led participants Louis Rogers, Capital Square; Brandon Balkman, Net Lease Capital; Tim Snodgrass, Madison Capital; and Mark Kosanke, Concorde Asset Management in the contest.   #AlternativeInvestments #Technology #Education #ADISA2026

This morning at #ADISA2026, the Legislative & Regulatory Update covered recent NASAA updates and proposals, initiatives emerging from FINRA Forward, and current SEC rulemaking and priorities.  ADISA Legislative & Regulatory Committee Chair Catherine Bowman, The Bowman Law Firm; ADISA Government Consultant Tom Rosenfield, HillStaffer; and Joe Sheirer of FINRA were joined by Congressman Troy Downing, a member of the House Financial Services Committee and former state securities and insurance regulator, who added the Capitol Hill view on the legislation shaping capital formation and access to private markets.  #AlternativeInvestments #Education #ADISA2026

ADISA CEO Jade Miller and conference leaders Katie Shook, Eagle Point Credit and Sydney Hockaday, Concorde, provided an update on the association’s work across advocacy, education and membership. ADISA also unveiled its new logo. Tonight’s general sessions continued with Taylor Garrett of Mountain Dell Consulting and Kevin Gannon of Robert A. Stanger & Company, Inc., providing a look at the numbers behind the alternative investment market. The final general session focused on the outlook for real estate, private credit and oil & gas with Jake Bracken, CFA, CAIA, Green Street; Aaron Schwartz, CFA, iCapital; Matthew Iak, U.S. Energy Development Corporation; and William Butler, Brazos Midstream. Tanisha Bibbs, CRCP, CMP, CEM, | Jennifer Fitzgerald | Alyssa Palmer | Erin Balcerzak #AlternativeInvestments #Education #ADISA2026

Congratulations to the recipients of this year’s ADISA Awards. Four new award categories recognize distinct contributions across the ADISA membership and the alternative investment industry. The inaugural recipients are: - Difference Maker of the Year: Catherine Bowman, Catherine Bowman, The Bowman Law Firm - Sponsor Champion of the Year: MDS Energy Development, LLC - Allocator Champion (Firm): Concorde - Allocator Champion (Individual): Douglas Blake, Kingswood U.S. ADISA’s longstanding honor, the President’s Award, was received by Sydney Hockaday, Concorde, and Katie Shook, Eagle Point Credit. The Foundation Award, recognizing significant support for the ADISA Foundation, was presented to Dobbs Ackermann of Ackerman Group. To learn more about ADISA’s awards, visit adisa.org/membership/adisa-a…

Did you know that women are projected to control roughly $34 trillion in U.S. investable assets by 2030, with more than $50 trillion expected to transfer to women in the decades ahead?   ADISA’s 2026 Annual Conference & Trade Show continued this afternoon with our semi-annual Women’s & Next Generation Luncheon, featuring a discussion titled “The Great Wealth Transfer to Women.” Moderator Tamara Williams, Williams Consulting, was joined by Robin Edgar, Wealth Progression Group; Alanah Phillips, Break Up With Your Broker-Dealer; Susan Jones, Sorelle Wealth Partners; Eileen Duff, iCapital, to discuss the growing influence of women in wealth management, including trust, communication, values-based investing and legacy planning.   Thank you to everyone who joined.   #AlternativeInvestments #WomenInFinance #NextGeneration #ADISA2026

ADISA’s 2026 Annual Conference & Trade Show is officially underway in Las Vegas. We kicked off this morning with Wealth in Wellness and a New Attendee Coffee Meet-Up, setting the stage for a full conference of education, industry insights and networking. Great to have the ADISA community together for #ADISA2026.

New Episode Out Now: Finding Opportunity in Commercial Real Estate How can you navigate changing market cycles while managing risk and identifying new opportunities? In the latest episode of A Student’s Intro to Alternative Investments, recent Paul Quinn College graduate Trinity Williams speaks with Greg Friedman, managing principal and CEO of Peachtree Group, about navigating market cycles, managing risk and finding opportunities across commercial real estate credit and equity. Friedman also shares leadership insights and practical advice for students interested in building careers in alternative investments. Listen to the episode: buzzsprout.com/2439848/episo… #AlternativeInvestments #CommercialRealEstate #FutureLeaders #PaulQuinnCollege #AStudentsIntrotoAlts #MilkenInstitute #ADISA #PeachtreeGroup

Real Estate-Based Alternative Investments: Industry Insights and Career Advice What goes into structuring a real estate-based alternative investment? In this episode of A Student’s Intro to Alternative Investments, recent Florida A&M University MBA graduate Madison Oliver, MBA speaks with Taylor Garrett, president of Orchard Securities, about structuring real estate-based alternative investments, the industry’s growth and career advice for students entering the fie Listen to the episode here: buzzsprout.com/2439848/episo… #ADISA #AlternativeInvestments #RealEstateInvesting #CareerDevelopment #FAMU #AStudentsIntrotoAlts

AI, Alternatives and the Power of Curiosity How will AI shape the future of alternative investments and what skills will help the next generation succeed? In this episode of A Student’s Intro to Alternative Investments, North Carolina A&T State University student Sydnee Harris Ratliff speaks with investment industry veteran David Wilson about AI’s potential to make the alternatives industry more efficient, the importance of portfolio diversification and how curiosity, continuous learning and relationship-building can help students prepare for successful careers. Listen to the episode here: buzzsprout.com/2439848/episo… #AlternativeInvestments #ArtificialIntelligence #CareerDevelopment #NCAT #AStudentsIntrotoAlts

Modeling Alternative Investments: Beyond the Numbers Evaluating alternative investments requires more than analyzing quantitative models. In the latest episode of A Student’s Intro to Alternative Investments, Milken Institute HBCU Fellow and recent Georgetown University master’s graduate Elias Carson speaks with Dr. Sylvia Kwan, CEO of Ellevest, about the importance of looking beyond the numbers to assess risk management. Kwan also shares career advice for students entering the industry, emphasizing the value of strong communication skills. Listen to the episode here: buzzsprout.com/2439848/episo… #AlternativeInvestments #FinancialEducation #MilkenInstitute #GeorgetownUniversity #AStudentsIntroToAlts

Behind the Deal: Evaluating Real Estate Investments What does due diligence in real estate fund investing actually look like? In this episode of A Student’s Intro to Alternative Investments, Howard University student and Milken Institute HBCU Fellow Adam Campbell sits down with David Sengstock, president of Mick Law, to explore how to evaluate sponsors, assess underwriting, understand financing structures, and identify alignment of interests between sponsors and investors. Sengstock also shares practical advice for students developing the analytical skills needed to evaluate investment opportunities with confidence. Listen to episode here: buzzsprout.com/2439848/episo… #DueDiligence #RealEstate #AlternativeInvestments #MickLaw #HBCU #MilkenInstitute #HowardUniversity #AStudentsIntrotoAlts

Behind the Deal: Evaluating Real Estate Investments What does due diligence in real estate fund investing actually look like? In this episode of A Student’s Intro to Alternative Investments, Howard University student and Milken Institute HBCU Fellow Adam Campbell sits down with David Sengstock, president of Mick Law, to explore how to evaluate sponsors, assess underwriting, understand financing structures, and identify alignment of interests between sponsors and investors. Sengstock also shares practical advice for students developing the analytical skills needed to evaluate investment opportunities with confidence. Listen to episode here: buzzsprout.com/2439848/episo… #DueDiligence #RealEstate #AlternativeInvestments #MickLaw #HBCU #MilkenInstitute #HowardUniversity #AStudentsIntrotoAlts

Season 2 of A Student's Intro to Alternative Investments is here! ADISA, in partnership with the Milken Institute HBCU Fellowship Program, is proud to launch the second season of this podcast series, which gives students the opportunity to learn directly from leaders across the alternative investments industry. In the season premiere, recent Howard University graduate and HBCU Fellow alumni Haithem Amir sits down with Danielle Delongchamp, CEO of Concorde Investment Services, to discuss the evolving role of financial advisors in alternative investments. Their conversation explores leadership, trust, the growing impact of AI and practical advice for students interested in building a career in financial services. Listen to the first episode of Season 2 today! buzzsprout.com/2439848/episo… #AlternativeInvestments #FinancialServices #FinancialAdvisors #CareerDevelopment #HBCU #ADISA #MilkenInstitute